I-Bankers Securities, Inc.
Firm details
- Headquarters
- Boca Raton, Florida
- CRD number
- 41352
- Registered since
- September 9, 1996
- Website
- www.i-bankers.net
Firm profile
FINTRXOverview
I-Bankers Securities, Inc. is organized as a corporation and is classified in FINTRX data as an investment bank. The firm shows an SEC registration dating back to 1996 and is identified as owned by an individual rather than a corporate parent. FINTRX does not record the company as a capital allocator or an active ESG investor, and it is not listed as a multistate adviser or a pension consultant. The dataset does not provide descriptions of the firm’s fee schedules, advisory services, or the specific business activities and affiliations it conducts. That absence, together with the investment-bank classification, suggests the firm’s primary model centers on capital markets or brokerage activities rather than operating as a traditional asset-manager overseeing third‑party advisory mandates.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Shelley Leonard
CFOCRD 2401474

Alan Levin
Chief Financial OfficerCRD 3073530
Contacts
3 of 19
Matthew Lantieri
Operations ManagerCRD 4195681

Robert Natiss
Branch ManagerCRD 345182

Jesse Busch
Investment Banking Vice PresidentCRD 6352403
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boca Raton, FL
Palm Beach
Location
Boca Raton, FL
Headquartered in Boca Raton, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 1200 N Federal Hwy
- Time zone
- ET (UTC-5)
- Office locations
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